Loading...
+0.16%
Today
-4.87%
This Month
-14.47%
Year To Date
+20.46%
2 Years
+20.46%
5 Years
+12.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.63%
- 🖥️ Technology Services27.19%
- 💻 Electronic Technology15.89%
- 🛍️ Retail Trade5.85%
- 🚗 Consumer Durables3.72%
- 🧬 Health Technology3.09%
- 💰 Finance2.76%
- 💵 Cash0.92%
- 🛠️ Producer Manufacturing0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.1%
- 🇺🇸 NYSE27.4%
- 🌍 Digital Currency9.7%
- 🇭🇰 Hong Kong Exchanges2.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.48%
- 🇨🇳 China3.64%
- 🇨🇭 Switzerland2.73%
- 🇹🇼 Taiwan2.52%
- 🇮🇪 Ireland1.17%
- 🇬🇧 United Kingdom0.5%
- 🇸🇬 Singapore0.45%
- 🇩🇰 Denmark0.4%
- 🇦🇷 Argentina0.31%
- 🇮🇱 Israel0.3%
- 🇺🇾 Uruguay0.29%
- 🇯🇵 Japan0.23%
- 🇳🇱 Netherlands0.21%
- 🇱🇺 Luxembourg0.18%
- 🇨🇦 Canada0.11%
Dividends
Dividend Yield
0.55%
24 out of 37 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $IBM (2.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IBM | 0.07% | 2.8% | $6.65 |
 StanleyDruck13F | 0.07% | 0.97% | - |
 INTC | 0.05% | 2.64% | $0.5 |
 GRMN | 0.04% | 1.57% | $3.71 |
 InTheGame | 0.04% | 0.53% | - |
 BigTech | 0.03% | 0.45% | - |
 TSM | 0.02% | 1.35% | $1.74 |
 ORCL | 0.02% | 1.32% | $1.6 |
 AI-Revolution | 0.02% | 0.29% | - |
 DELL | 0.02% | 2.19% | $1.63 |
 IBKR | 0.02% | 0.67% | $0.55 |
 LLY | 0.02% | 0.64% | $4.86 |
 OSPN | 0.02% | 0.84% | - |
 MSFT | 0.01% | 0.88% | $3 |
 CRM | 0.01% | 0.65% | $0.4 |
 GOOG | 0.01% | 0.52% | $0.2 |
 COST | 0.01% | 0.48% | $19.22 |
 AAPL | 0.01% | 0.51% | $0.97 |
 META | 0.01% | 0.4% | $1 |
 NVO | 0.01% | 2.03% | $0.98 |
 01211.HK | 0% | 1.09% | $3.41 |
 GOOGL | 0% | 0.53% | $0.2 |
 VRT | 0% | 0.17% | $0.06 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DELL | Ex-Dividend | Apr 22, 2025 | $0.52 |
ORCL | Pay Day | Apr 23, 2025 | $0.50 |
ORCL (BigTech) | Pay Day | Apr 23, 2025 | $0.50 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
CRM (AI-Revolution) | Pay Day | Apr 24, 2025 | $0.42 |
CRM (BigTech) | Pay Day | Apr 24, 2025 | $0.42 |
 GE (AI-Revolution) | Pay Day | Apr 25, 2025 | $0.36 |
 NVT (StanleyDruck13F) | Ex-Dividend | Apr 25, 2025 | $0.20 |
 ASML (BigTech) | Ex-Dividend | Apr 28, 2025 | $1.92 |
 KMI (StanleyDruck13F) | Ex-Dividend | Apr 30, 2025 | $0.29 |
 JOYY (InTheGame) | Pay Day | Apr 30, 2025 | $0.93 |
 FCX (StanleyDruck13F) | Pay Day | May 1, 2025 | $0.15 |
COST | Ex-Dividend | May 2, 2025 | $1.30 |
DELL | Pay Day | May 2, 2025 | $0.52 |
ASML (BigTech) | Pay Day | May 6, 2025 | $1.92 |
NVT (StanleyDruck13F) | Pay Day | May 9, 2025 | $0.20 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | May 15, 2025 | $0.83 |
 ACN (AI-Revolution) | Pay Day | May 15, 2025 | $1.48 |
KMI (StanleyDruck13F) | Pay Day | May 15, 2025 | $0.29 |
MSFT (BigTech) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (InTheGame) | Ex-Dividend | May 15, 2025 | $0.83 |
COST | Pay Day | May 16, 2025 | $1.30 |
 GEV (StanleyDruck13F) | Pay Day | May 16, 2025 | $0.25 |
 0700.HK (InTheGame) | Ex-Dividend | May 16, 2025 | $0.58 |
 AMAT (BigTech) | Ex-Dividend | May 22, 2025 | $0.46 |
IBKR | Ex-Dividend | May 30, 2025 | $0.32 |
0700.HK (InTheGame) | Pay Day | May 30, 2025 | $0.58 |
 QCOM (BigTech) | Ex-Dividend | Jun 5, 2025 | $0.89 |
QCOM (InTheGame) | Ex-Dividend | Jun 5, 2025 | $0.89 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSM (StanleyDruck13F) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (BigTech) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (InTheGame) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (InTheGame) | Ex-Dividend | Jun 12, 2025 | $0.68 |
IBKR | Pay Day | Jun 13, 2025 | $0.32 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
 HBAN (StanleyDruck13F) | Ex-Dividend | Jun 17, 2025 | $0.16 |
QCOM (BigTech) | Pay Day | Jun 26, 2025 | $0.89 |
QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
HBAN (StanleyDruck13F) | Pay Day | Jul 1, 2025 | $0.16 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (StanleyDruck13F) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (BigTech) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 5.7/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
3.45
3.45
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.11
1.11
0
0.3
0.6
2
2
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
3.45
3.45
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
0.95
0.95
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
1.11
1.11
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.77
High:
PLTR
495.93PLTRLow:
CRWD
-4,477CRWDDetails
PEG Ratio
125.54
High:
VRT
613.03VRTLow:
OSPN
3.3OSPNDetails
Price/Book
9.41
High:
APP
74.33APPLow:
DELL
-39.83DELLDetails
Price/Sales
5.97
High:
MSTR
151.67MSTRLow:DELL
0.63DELLDetails
Price/CF
26.05
High:MSTR
7,511.07MSTRLow:
ML.US
5.22ML.USDetails
Price/FCF
53.66
High:MSTR
1,187.5MSTRLow:ML.US
5.47ML.USDetails
P/E Ratio
30.77
High:PLTR
495.93PLTRLow:CRWD
-4,477CRWDDetails
PEG Ratio
125.54
High:VRT
613.03VRTLow:OSPN
3.3OSPNDetails
Price/Book
9.41
High:APP
74.33APPLow:DELL
-39.83DELLDetails
Price/Sales
5.97
High:MSTR
151.67MSTRLow:DELL
0.63DELLDetails
Price/CF
26.05
High:MSTR
7,511.07MSTRLow:ML.US
5.22ML.USDetails
Price/FCF
53.66
High:MSTR
1,187.5MSTRLow:ML.US
5.47ML.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.04% | Feb 2025 | - | 3 |
-11.56% | Aug 2024 | Nov 2024 | 3 |
-3.44% | Sep 2023 | Dec 2023 | 3 |
-3.21% | Dec 2024 | Jan 2025 | 1 |
-2.64% | Apr 2024 | May 2024 | 1 |